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What to prepare before you start a software project

CAIRNBRIDGE team · 5 min read

You do not need a detailed technical specification to start a software project. But a little preparation makes the first conversations faster, the estimate more accurate and the result closer to what you actually need. Here are six things worth thinking through.

1. The problem, not the solution

Describe what is going wrong or what you want to improve. "Our team spends two days a month preparing invoices" is more useful than "we need an app". The right solution may turn out to be simpler than expected.

2. Who will use it

List the groups of people involved, such as staff, customers, partners or managers, and what each of them needs to do. This shapes everything from the interface to access rights.

3. What you already have

Make a simple list of the tools, spreadsheets and data you use today. Existing systems often need to connect to the new one, and existing data may need to be moved across.

4. What success looks like

Decide how you will know the project worked. Fewer hours on admin, faster responses to customers, or fewer errors in orders are all good, measurable goals.

5. A rough budget and timeline

Even a range helps. It lets your development partner suggest what can realistically be done first and what can wait for a later phase.

6. One person who can make decisions

Projects move fastest when there is one clear point of contact who can answer questions and approve choices without waiting for a committee.

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